Journey Strategic Wealth LLC Ishares California Muni Bond E Transaction History
Journey Strategic Wealth LLC
- $2.83 Billion
- Q1 2025
A detailed history of Journey Strategic Wealth LLC transactions in Ishares California Muni Bond E stock. As of the latest transaction made, Journey Strategic Wealth LLC holds 17,506 shares of CMF stock, worth $974,734. This represents 0.03% of its overall portfolio holdings.
Number of Shares
17,506
Previous 17,985
2.66%
Holding current value
$974,734
Previous $1.03 Million
4.37%
% of portfolio
0.03%
Previous 0.04%
Shares
10 transactions
Others Institutions Holding CMF
# of Institutions
328Shares Held
48.9MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA10.3MShares$571 Million0.11% of portfolio
-
Wealthfront Advisers LLC8.95MShares$498 Million1.44% of portfolio
-
Morgan Stanley New York, NY1.82MShares$102 Million0.01% of portfolio
-
Syon Capital LLC San Francisco, CA1.35MShares$75 Million6.17% of portfolio
-
Bank Of America Corp Charlotte, NC1.29MShares$72 Million0.01% of portfolio